Absoluto Partners Gestao de Recursos Ltda

LEBLON, RIO DE JANEIRO, RJ, D5 · CIK 1847566 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityABSOLUTO PARTNERS GESTAO DE RECURSOS LTDA (BR)

Others nearbyRio de Janeiro

$85.6m reported value +32.7% vs Q1 2026

2positions

100.0%in top 10

0 new 2 added 0 reduced 0 sold out vs Q1 2026

Options: 1 call positions ($14.0m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NU HLDGS LTD ORD SHS CL A NU	NU	5,633,566	$75.3m87.94%	87.94%	Added +1.4m	+1,387,640 32.7%
2	MERCADOLIBRE INC COM MELI	MELI	6,082	$10.3m12.06%	12.06%	Added +4.1k	+4,054 199.9%

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
NU HLDGS LTD NU · Call	NU	Call	1,050,000	$14.0m1.1m shares	New